Circle of Competence

• Disclosure & Other (17)
  • Jeff: Travis, I get e-mails when people post comments, so I saw that. I don’t follow PRS closely anymore...
  • Travis: Hi Jeff, I’m not sure if you still check this, but I’m hoping this will catch the attention of...
  • Anonymous: Does anyone know where I might find a step-by-step guide to common stock valuation? I have found some of...
  • Student Investor: I just started blogging about my path towards becoming a value investor....
  • Ryan: Hi Jeff, I read your report on PRXI. I would be interested on how you determine maintenance capital...
• Street Yells Sell! As Lampert Buys Back 4% of Sears (8)
  • Mark: I think value investors seriously have to question these funnymentals
  • Mark: I’m glad I didn’t buy SHLD after this post. What is it going to take for the Sears bandwagon crowd...

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• The Changing Tides at Steak N Shake
• Jaclyn: Arbitrage for the Little Guys
• On Bad Academics & A Good Academic Argument for Concentration
• Of Toads and Princes: The Yahoo! Deal Falls Apart
• Steak N Shake Begins to change in FYQ3
• SEC Requires Short-Sellers to Buy Financials and Sell Commodities
• Buffett Opens Europe in Frankfurt, Switzerland
• LG focuses on ROIC
• I agree, Mohamed
• Buy ‘Em Back at Western Sizzlin’

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